Xero setup and management for NZ businesses, configured to match how your business works.
Xero is a useful tool for managing your business finances, but it works best when it has been set up to reflect how your business actually operates. We can help set up Xero around your business, manage a migration from other financial software and provide ongoing Xero support.
How we can help
Every business uses Xero a little differently, and the support you need depends on where you are starting from.
01
Setting up Xero correctly means building the chart of accounts around how your business operates, rather than relying on a generic template. We configure your GST settings, connect your bank feeds and set up bank rules for regular transactions.
02
Moving from MYOB, a spreadsheet, or other software provider to Xero involves more than transferring data. We manage the process, reconcile the opening balances to your previous accounts and address any issues with the existing set up as part of the move.
03
Xero Payroll is the payroll module built into Xero. We set it up with your employee records, tax codes, KiwiSaver and student loan details, and configure payday filing so the required employment information can be filed with IRD each pay period.
04
We can provide one-on-one training using your own Xero file, so we can focus on how you will use it in your business. We can work through the day-to-day tasks you need help with, from reconciling bank transitions and raising invoices to coding expenses and running reports.
05
Your chart of accounts determines how transactions are categorised in Xero and how that information appears in your financial reports. If the reporting does not reflect how you view your business, we can review the account structure and identify any areas where coding has been inconsistent. From there, we can make changes so the reporting is better aligned with the information you need.
06
If your business needs functionality beyond core Xero, such as job costing, inventory management, time tracking or expense management, we can assess which add-ons would be suited to your situation and assist with the setup.
Questions
More questions? Please reach out to our team.
Common signs that the setup needs attention include a profit and loss with revenue or cost categories that do not mean anything to you, a balance sheet with accounts you cannot explain, GST figures that do not match what you expect, or year-end that consistently involves significant rework. If any of those apply, it is worth having the file reviewed. We offer a Xero health check as a one-off service where we go through the file, identify the issues and provide a written summary of what needs fixing.
The right Xero plan will depend on how you use Xero and the features your business needs, such as payroll, multi-currency, expense claims or project tracking. We can talk through your requirements and recommend the plan that is the best fit for your business.
Not necessarily, but using the same accounting system makes it easier for us to work with your financial information. Whether Xero is the right fit will depend on your business and how you manage your finances, and we can talk this through with you.
Let’s talk
Book a no obligation discovery call with Jeremy to discuss your business and how we can help with your Xero setup and ongoing management.
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